Kristine
Lantz

Ashton Thomas Private Wealth

CRD#4123853
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Kristine Lantz is a financial advisor based out of Scottsdale, Arizona who has 1 year of industry experience. Lantz works at Ashton Thomas Private Wealth. Over the course of their career, they have held roles at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Wealth Management Company, Chad F Wing, Dustin Brutton, Ashton Thomas Private Wealth and Ameriprise Financial Services, Inc. Lantz maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to work in Arizona. Ashton Thomas Private Wealth is an advisory business based out of Scottsdale, AZ. The investment advisory business has offices in 16 locations and a total of 48 employees. It administers $2 billion in assets among its 4,533 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to five charitable organizations. Of its 4,533 accounts, 27% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The business performs a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors are based on the type of financial services provided. Fee types charged by Ashton Thomas Private Wealth may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

15279 N Scottsdale Road Suite B2-215
Scottsdale, AZ 85254

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Ashton Thomas Private Wealth Brokerage Details

Total Assets Under Management

$2,003,187,684

AZ Average: $1,555,372,352
Total Number of Employees

48

AZ Average: 37
Total Number of Accounts

4,533

AZ Average: 1,370
Average Account Size

$441,912

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Kristine Lantz Work History

Kristine has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Ashton Thomas Private Wealth

2017 - 2022 (5 years)

Ameriprise Financial Services, Inc

2016 - 2016 (< 1 year)

Dustin Brutton

2012 - 2017 (5 years)

Chad F Wing

2007 - 2017 (10 years)

Northwestern Mutual Wealth Management Company

2005 - 2017 (12 years)

Northwestern Mutual Investment Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kristine Lantz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ashton Thomas Private Wealth

Christina Cicon
Helena, MT
Jason Buchanan
Scottsdale, AZ
Rebecca Dammann
Bozeman, MT
Wills Marcello
Scottsdale, AZ
Brandon Kahoun
Scottsdale, AZ
April Horace
Denver, CO
Cade Hammarquist
Colorado Springs, CO
William Cerynik
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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